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750 hedge funds and large institutions have $15.3B invested in CDW in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 286 increasing their positions, 264 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $16.8B → $15.3B (-$1.54B)

20% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 137

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
750
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.9M
Puts
$33.2M
Net Calls
Net Calls Change

Top Buyers

1 +$256M
2 +$237M
3 +$141M
4
BlackRock
BlackRock
New York
+$135M
5
Morgan Stanley
Morgan Stanley
New York
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
726
HFM Investment Advisors
New Jersey
$847
HFS
727
Hughes Financial Services
Virginia
$726
WIM
728
Westside Investment Management
California
$605
NL
729
NVWM LLC
Pennsylvania
$605
WA
730
Whipplewood Advisors
Colorado
$605
QWM
731
Quaker Wealth Management
New Jersey
$485
FMP
732
Financial Management Professionals
Texas
$484
IWS
733
Intentional Wealth Strategies
Colorado
$484
VWM
734
Vermillion Wealth Management
Minnesota
$484
IPS
735
Investors Portfolio Services
Washington
$417
SA
736
Seneschal Advisors
Washington
$364
1CP
737
1015 Capital Partners
Pennsylvania
$363
CTWM
738
Cherry Tree Wealth Management
Minnesota
$303
DF
739
Dunhill Financial
United Kingdom
$286
SWA
740
SOA Wealth Advisors
New York
$257
DF
741
DecisionPoint Financial
Arizona
$243
TC
742
Trust Company
Kansas
$242
UCB
743
United Community Bank
South Carolina
$242
WA
744
WestEnd Advisors
North Carolina
$242
ACA
745
American Capital Advisory
Idaho
$122
SIS
746
Sound Income Strategies
Florida
$121
IAS
747
IMA Advisory Services
Colorado
$121
BWL
748
Bogart Wealth LLC
Virginia
$121
CW
749
Curio Wealth
Maryland
$121
PL
750
Perpetual Ltd
Australia